Core Insights - Ondas Holdings' subsidiary, Airobotics, has been selected by Israel for its "Drone Hives" project, indicating a significant endorsement and potential growth opportunity for the company [1] Company Summary - The selection of Airobotics for the Drone Hives initiative is a critical component of a larger $... project, highlighting the strategic importance of this partnership for Ondas Holdings [1]

Nvidia stock traded lower early on Thursday as investors grappled with mixed and sometimes contradictory signals over how close the chip maker is to resuming exports of its artificial intelligence har... ...

Group 1 - Tesla stock options traders are showing significant interest in near-term volatility, particularly with January 9 expiration puts and calls experiencing high trading volume [1] - The unusual trading activity indicates a potential expectation of price fluctuations in Tesla's stock in the near future [1] - This development may reflect broader market sentiments or specific events anticipated by traders that could impact Tesla's stock performance [1]

Core Viewpoint - JPMorgan has replaced Goldman Sachs as the issuer of the Apple Card, indicating a strategic shift in Apple's financial services approach, although the direct impact on Apple stock is expected to be limited [1][2][3]. Group 1: Impact on Apple Stock - The partnership with JPMorgan enhances Apple's financial services credibility but does not significantly change its earnings profile in the near term [2][3]. - The Apple Card primarily serves to enhance ecosystem stickiness rather than contribute substantially to profit margins [3]. - The market reaction to the switch has been muted, as it is seen as a move to ensure stability rather than a catalyst for revenue growth [5]. Group 2: Reasons for the Switch - The decision to switch to JPMorgan was driven by Goldman Sachs' challenges in its consumer banking venture, which faced high credit losses and servicing costs [4]. - Apple sought a reliable partner to maintain customer experience and continuity in financial products, making the switch reactive rather than proactive [5]. Group 3: Future Outlook for AAPL Shares - AAPL shares currently trade at a forward P/E ratio exceeding 32, indicating a premium valuation, with limited potential for significant price increases in the near term [6]. - The only potential positive driver for Apple shares this year is advancements in artificial intelligence, although immediate transformative effects are not anticipated [6]. - Options traders reflect a cautious outlook, with contracts suggesting a possible 8% decline in share price over the next three months [7].

Core Viewpoint - Archer Aviation's stock has entered a bear market, declining from a high of $14.60 in October to a current price of $8.42, reflecting a decrease in investor sentiment within the eVTOL industry [1] Company Summary - Archer Aviation's stock price has decreased significantly, indicating a bearish trend in the market [1] - The decline in stock price is attributed to waning investor sentiment towards the eVTOL sector [1] Industry Summary - The eVTOL industry is experiencing a shift in investor sentiment, which has negatively impacted stock prices, including that of Archer Aviation [1] - The current market conditions suggest a challenging environment for companies within the eVTOL space [1]

Market Overview - US equities opened lower, with the S&P 500 down 0.1% and the Dow Jones Industrial Average falling 108 points or 0.2%, as major technology stocks weakened despite a rally in defence stocks [1] - The Nasdaq Composite underperformed, sliding 0.3% due to pressure on large-cap technology stocks that have driven recent market gains [1][3] Technology Sector - Technology stocks, including Meta Platforms, Apple, and Netflix, experienced declines, which limited market upside even as other sectors showed strength [3] - The pullback in tech stocks followed a cautious tone from the previous session, where both the S&P 500 and the Dow finished in the red after reaching all-time highs [3] Defence Sector - Defence stocks surged following President Trump's proposal for a $1.5 trillion defence budget for 2027, a significant increase from the $901 billion budget approved for 2026 [5] - Northrop Grumman rose over 8%, Lockheed Martin climbed 6%, RTX advanced more than 3%, and Kratos Defence jumped nearly 13%, making defence one of the strongest-performing segments [5][6] Economic Indicators - Initial jobless claims for the week ended Jan. 3 were reported at 208,000, up from 200,000 the previous week, but below economists' expectations of 210,000, indicating resilience in the US labour market [7][8] - Claims data has shown volatility recently, but initial claims remain near the lower end of the range seen over the past year, suggesting employers are retaining their workforces [8][9]

Core Insights - US jobless claims increased slightly to about 208,000 in the first week of 2026, indicating that layoffs remain limited despite signs of a cooling labor market [1] Labor Market Analysis - The number of new claims for unemployment benefits reflects a stable job market, with only a minor increase in claims suggesting resilience in employment levels [1]

Core Viewpoint - Joby Aviation's stock price has declined approximately 26% as it approaches a critical year for commercialization, trading at $15.50 this week [1] Group 1 - Joby Aviation is preparing for its most important year as it moves towards commercialization [1] - The stock price has retreated significantly in recent months, indicating investor caution [1]

The calendar may have turned, but for Nvidia, the familiar strains of geopolitics continue to loom large. As the world's leading maker of artificial intelligence chips, the US company remains caught b... ...

Core Viewpoint - DocuSign's stock price has entered a technical bear market, having declined approximately 35% from its lowest point in 2025, despite the S&P 500 and Nasdaq 100 indices reaching all-time highs [1] Group 1 - DocuSign's stock has experienced a significant downturn, indicating potential challenges within the company [1] - The decline in DocuSign's stock price contrasts sharply with the overall market performance of major indices like the S&P 500 and Nasdaq 100 [1]